Tim Lockie
#LevelUp for Success with NPSP Engagement Plans and Levels
The new Nonprofit Success Pack takes moves management to the next level (pun totally intended!) with native tools including Engagement Plans and Levels.
These amazing new tools provide development staff with great efficiency in managing cultivation efforts and planning for the next “ask.” Engagement Plans leverage the power of both Activities and Tasks (including Reminders and Recurring Tasks) which allow staff to easily spin up and follow a plan for cultivation without needing to install another app.
Staff can start with an Engagement Plan template - based on tested and proven paths - and then tailor Engagement Plans to align with a donor’s interests. Gone are the days of missing important steps in a cultivation process because you failed to create a Task!
My personal favorite new feature is NPSP Levels.
Being able to track giving levels, plus have future gifts automatically adjust a donor’s giving level, and then segment Contacts or Households for targeted marketing according to giving level have long been popular requests from our clients. We achieved this through a combination of tools including reports, roll-up summaries, custom fields, and Process Builder, but took several “extra” steps for something so fundamental to moves management.
Now, with NPSP Levels, development staff can easily set up Levels based on Minimum or Maximum Amounts for a variety of fields (see below) on the Account, Contact, or custom objects.
And, as for the requirement that Levels update dynamically; now Levels are automatically updated nightly when batches run. If that’s too long to wait, then you can also push an update through the NPSP Settings “Run Batch” utility.
Add an Engagement Plan to the Level to launch a series of cultivation efforts when someone hits a specific Level, and then you have one efficient moves management machine!
I’m thrilled to introduce these new features to our clients and watch them #LevelUp for Success with the new Nonprofit Success Pack! I’d love to hear about how these new features impact your development team, so please send in your stories via Twitter: respond via Twitter!
PS –NPSP Product Managers: Over time, we’ve added handy dandy badges representing the different giving levels by using image formula fields. With the badges, development staff and volunteers have a simple visual cue to inform their real-time engagement with the client. Sounds like an idea for a future release to me!
